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Some of mutual funds quotes can’t be updated with either Tiingo, Yahoo or Google. Had to update them manually from Yahoo.
Hi, I noticed a difference between allocations in “allocations as of today” windows in QuantTrader and the middle colored graph between the 2 chart. For example, when I moved cursor to today’s date on the graph for Nasdaq 100 it shows a ranking of CSX, LRCX, MU and WDC. While in the allocation as of today it listed APPL, CSX, LRCX and WDC. It happened in different strategies. If I need to rebalance at certain date which allocations are the right ones?
Hello,
I am trying to have a strategy combing 3 components of T.Rowe Price Funds (core, sectors and Bonds) to be balanced monthly. I can’t put a maximum allocation for the sectors which takes the top ranks of the total strategy. I think, and I might be wrong, sector rotation is riskier than the core funds and I want to limit it to a max of 30%. Also I noticed the bond hedge doesn’t rank at all, and I tried through portfolio management to put a minimum allocation but I get an error message when I try to save it. Finally will it be possible to replicate the consolidated signal using T.Rowe Price Funds to get Max Sharp, Max CAG Vol <15%, etc…. Attached, please find the portfolios I used. I appreciate if you can help put a hedged strategy of the the 3 components.
